KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$235K 0.08%
4,683
+573
152
$234K 0.08%
1,719
-9
153
$232K 0.08%
2,071
+303
154
$224K 0.08%
3,353
+415
155
$224K 0.08%
3,261
+724
156
$223K 0.08%
2,183
-123
157
$210K 0.08%
22,346
+4,219
158
$209K 0.07%
44,980
+9,736
159
$209K 0.07%
2,270
+327
160
$207K 0.07%
40,024
+6,920
161
$205K 0.07%
7,619
+1,609
162
$198K 0.07%
4,518
+716
163
$193K 0.07%
7,827
+1,400
164
$184K 0.07%
693
+81
165
$183K 0.07%
22,777
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166
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670
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167
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393
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168
$174K 0.06%
10,646
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169
$171K 0.06%
7,373
+1,479
170
$170K 0.06%
1,148
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171
$167K 0.06%
24,051
+4,569
172
$160K 0.06%
69,166
+22,454
173
$154K 0.06%
460
-5
174
$154K 0.06%
4,284
+1,379
175
$148K 0.05%
1,413
+246
5 6
7
8 9